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The ultra-high-net-worth advisors find embracing qualitative factors—the “soft side” of wealth management—is key to helping families maintain their wealth.
Kimberly E. O’Leary, professor of law, Western Michigan University Thomas M. Cooley Law School in Lansing, Mich. and Marie Were, law lecturer, Te Piringa University of Waikato Faculty of Law, in Hamilton, New Zealand.